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CIK 0001934721 • 6 13F filings • Apr 29, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $327K | 0.2%Prev: 0.2% | 1,045 SH | Increased-44 SH |
| ALPHABET INC | CAP STK CL C | $533K | 0.4%Prev: 0.3% | 1,698 SH | Increased-144 SH |
| AMAZON COM INC | COM | $605K | 0.4%Prev: 0.4% | 2,622 SH | Increased-37 SH |
| APPLE INC | COM | $469K | 0.3%Prev: 0.4% | 1,724 SH | Decreased-160 SH |
| BOEING CO | COM | $252K | 0.2%Prev: 0.2% | 1,159 SH | Increased+24 SH |
| BROADCOM INC | COM | $234K | 0.2%Prev: 0.2% | 677 SH | Increased+18 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | $3.8M | 2.6%Prev: 2.2% | 63,875 SH | Increased+11,496 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $661K | 0.4% | 13,243 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $733K | 0.5%Prev: 0.5% | 18,527 SH | Increased |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $21.6M | 14.6%Prev: 14.6% | 632,635 SH | Increased+26,839 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $373K | 0.3%Prev: 0.3% | 6,263 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $556K | 0.4%Prev: 0.4% | 11,846 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $252K | 0.2%Prev: 0.2% | 410 SH | Decreased-15 SH |
| ISHARES INC | CORE MSCI EMKT | $322K | 0.2%Prev: 0.2% | 4,785 SH | Increased+81 SH |
| ISHARES TR | CORE S&P US GWT | $254K | 0.2% | 1,510 SH | New |
| ISHARES TR | CORE S&P500 ETF | $5.5M | 3.7%Prev: 3.9% | 8,011 SH | Increased+4 SH |
| ISHARES TR | EAFE GRWTH ETF | $745K | 0.5%Prev: 0.2% | 6,542 SH | Increased+4,325 SH |
| ISHARES TR | EAFE VALUE ETF | $6.6M | 4.5%Prev: 4.7% | 92,794 SH | Increased-1,923 SH |
| ISHARES TR | MSCI ACWI EX US | $5.9M | 4.0%Prev: 4.2% | 88,128 SH | Increased-52 SH |
| ISHARES TR | MSCI EAFE ETF | $851K | 0.6%Prev: 0.6% | 8,867 SH | Increased |
| ISHARES TR | MSCI USA MIN VOL | $225K | 0.2%Prev: 0.2% | 2,390 SH | Decreased-756 SH |
| ISHARES TR | MSCI USA MMENTM | $701K | 0.5%Prev: 0.6% | 2,800 SH | Decreased-574 SH |
| ISHARES TR | MSCI USA QLT FCT | $353K | 0.2%Prev: 0.3% | 1,778 SH | Decreased-457 SH |
| ISHARES TR | NATIONAL MUN ETF | $16.1M | 10.9%Prev: 11.8% | 150,760 SH | Decreased-1,271 SH |
| ISHARES TR | RUS 1000 GRW ETF | $6.1M | 4.1%Prev: 4.4% | 12,949 SH | Increased+69 SH |
| ISHARES TR | RUS 1000 VAL ETF | $4.3M | 2.9%Prev: 3.0% | 20,249 SH | Increased+184 SH |
| ISHARES TR | RUS MD CP GR ETF | $519K | 0.3%Prev: 0.2% | 3,791 SH | Increased+1,516 SH |
| ISHARES TR | RUSSELL 2000 ETF | $957K | 0.6%Prev: 0.7% | 3,889 SH | Increased+11 SH |
| ISHARES TR | S&P 500 GRWT ETF | $251K | 0.2%Prev: 0.2% | 2,040 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $522K | 0.4%Prev: 0.4% | 2,460 SH | Increased |
| META PLATFORMS INC | CL A | $446K | 0.3%Prev: 0.4% | 676 SH | Decreased-118 SH |
| MICROSOFT CORP | COM | $815K | 0.5%Prev: 0.7% | 1,685 SH | Decreased-163 SH |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | $3.6M | 2.4%Prev: 1.9% | 70,316 SH | Increased+21,151 SH |
| NETFLIX INC | COM | $270K | 0.2%Prev: 0.2% | 2,884 SH | Decreased+2,606 SH |
| NEUBERGER BERMAN ETF TRUST | SMALL MID CAP ET | $5.6M | 3.8% | 222,271 SH | New |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | $225K | 0.2%Prev: 0.2% | 5,755 SH | Decreased-718 SH |
| NVIDIA CORPORATION | COM | $1.2M | 0.8%Prev: 0.9% | 6,226 SH | Decreased-272 SH |
| ORACLE CORP | COM | $223K | 0.2%Prev: 0.3% | 1,144 SH | Decreased-119 SH |
| PIMCO ETF TR | MULTISECTOR BD | $564K | 0.4%Prev: 0.4% | 21,124 SH | Increased+150 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $1.8M | 1.2%Prev: 1.3% | 40,424 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $4.9M | 3.3%Prev: 3.5% | 180,099 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $207K | 0.1%Prev: 0.1% | 8,593 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $516K | 0.3%Prev: 0.4% | 757 SH | Increased |
| TESLA INC | COM | $448K | 0.3%Prev: 0.4% | 996 SH | Decreased-120 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $312K | 0.2%Prev: 0.2% | 2,791 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.1M | 1.4%Prev: 1.6% | 28,566 SH | Decreased-1,245 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $21.7M | 14.6%Prev: 15.3% | 44,540 SH | Increased+829 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $283K | 0.2%Prev: 0.2% | 1,015 SH | Decreased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.6M | 2.4%Prev: 2.6% | 20,432 SH | Increased-106 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $480K | 0.3%Prev: 0.6% | 766 SH | Decreased-654 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $696K | 0.5%Prev: 0.6% | 3,285 SH | Decreased-417 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.5M | 3.7%Prev: 3.6% | 21,171 SH | Increased+1,555 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.2M | 0.8%Prev: 0.8% | 3,576 SH | Increased+160 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.1M | 2.1%Prev: 2.3% | 16,012 SH | Decreased-1,136 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $306K | 0.2%Prev: 0.3% | 5,695 SH | Decreased-619 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $408K | 0.3%Prev: 0.4% | 2,844 SH | Decreased-663 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $5.8M | 3.9%Prev: 4.2% | 115,454 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $583K | 0.4%Prev: 0.5% | 9,328 SH | Decreased-1,104 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $396K | 0.3%Prev: 0.3% | 1,576 SH | Increased |
| VISA INC | COM CL A | $342K | 0.2%Prev: 0.3% | 975 SH | Decreased-36 SH |
| 13F-HR |
| 0001951757-26-001181 |
| $173.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001087 | $123.1M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000769 | $150.8M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000470 | $118.1M | View |